hoa-addendum

name	hoa-addendum
title	HOA Addendum
description	Drafts an HOA Addendum to a residential purchase agreement covering mandatory membership, financial obligations, governing documents, use restrictions, and buyer acknowledgments. Use when drafting HOA addenda, HOA disclosure forms, purchase addenda for HOA-governed properties, or CC&R disclosure documents.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/hoa-addendum
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	real-estate
language	en
tags	["agreement","drafting","transactional"]

HOA Addendum

Drafts a binding addendum to a residential purchase agreement ensuring full disclosure of HOA obligations, financial commitments, and use restrictions.

Prerequisites

Gather before drafting:

• Executed purchase agreement — date, parties, property ID
• HOA identification — legal name, address, management company, incorporation status
• Current financials — regular/special assessments, reserve fund status, transfer and capital contribution fees
• Governing documents — CC&Rs, bylaws, articles, rules, architectural guidelines (recording info if available)
• Property details — legal description, APN, subdivision name

Quick Start

1. Collect all prerequisites above
2. Draft sections 1–6 below in order
3. Run the checks in Drafting Rules before finalizing

Addendum Sections

1. Recitals & Identification

Field	Content
Parties	Full legal names matching purchase agreement; marital status if relevant to title
Property	Street address, city, county, state, ZIP, APN, subdivision
Purchase Agreement	Reference by execution date
Linkage	"This Addendum supplements and modifies the Purchase Agreement dated [DATE]"

2. HOA Disclosure

• HOA legal name, address, phone, email, website
• Management company name and contact
• Incorporation state, status, fiscal year
• Statement: membership is mandatory and automatic upon title transfer
• Statement: buyer bound by all governing documents; noncompliance may result in fines, liens, or enforcement

3. Financial Obligations

Item	Details
Regular assessments	Amount, frequency, due dates
Special assessments	Pending/approved amounts, purpose, schedule, buyer/seller allocation